+90.6%
SU vs PLTD
-77.3%
+167.9%
-22.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +2.3% | -1.5% | +0.9% |
| 7D | -1.0% | +4.5% | -5.5% | -0.8% |
| 30D | +13.7% | -0.7% | +14.4% | +13.7% |
| 3M | +8.0% | -31.0% | +39.1% | +7.2% |
| 6M | +21.0% | -24.8% | +45.8% | +21.0% |
| YTD | +56.2% | -18.6% | +74.8% | +57.3% |
| 1Y | +72.2% | -31.8% | +104.0% | +70.9% |
| All | +90.6% | -77.3% | +167.9% | +77.2% |
Cumulative growth
Daily Returns
Daily percentage return beside PLTD.
Daily Out/Under-Performance
Portfolio return minus PLTD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PLTD return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over all: compounded portfolio wealth divided by compounded PLTD wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
all analysis · Full analysis span regression · 6 months rolling